UK Equities

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UK Equity Income

    Overview

    Established stock pickers James Lowen and Clive Beagles operate a strict yield discipline: they only buy stocks that they believe will yield more than the FTSE All-Share Index on a prospective basis, although every stock held must also have the potential for capital appreciation. This focus on higher-yielding stocks leads to a naturally contrarian style. The fund managers particularly aim to add value from small and mid-cap holdings.

    Please note that for capacity reasons the strategy is now 'soft-closed' to new investors.

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